http://www.forbes.com/sites/petercohan/
en-usPeter Cohan - The Startup EconomyPeter Cohan's stories. The Startup Economy: I write about tech stocks and the startup economy.Copyright 2016 Forbes LLChttp://1.gravatar.com/avatar/1f1c77b4d40a494551d184abc64830d9?s=400&#038;d=mm&#038;r=ghttp://www.forbes.com/sites/petercohan/2016/12/08/should-you-trade-on-trumps-tweets/
Should You Trade On Trump's Tweets?Donald Trump loves to tweet. Sure he stopped for a few days before the election but now that he is President-Elect, his tweets are back and some of them are moving stock prices. Should you trade on Trump's tweets? Probably not. (I have no financial interest in the stocks mentioned in [...]Peter Cohan, ContributorPeter Cohan, Contributorhttp://www.forbes.com/sites/petercohan/5849483b64aaf96759a0ac2fThu, 8 Dec 2016 07:59:00 -05002016-12-08T07:59:00-05:00Donald Trump loves to tweet. Sure he stopped for a few days before the election but now that he is President-Elect, his tweets are back and some of them are moving stock prices. Should you trade on Trump's tweets? Probably not. (I have no financial interest in the stocks mentioned in [...]http://www.forbes.com/sites/petercohan/2016/12/06/will-tesla-burn-through-its-remaining-cash/
Will Tesla Burn Through Its Remaining Cash?A$9 million hedge fund concluded that Tesla Motors (in which I have no financial interest) will burn through its cash. The key assumption underlying that conclusion is that if thecompanycharges $35,000 for its Model 3, Tesla will lose so much moneythat its cash will go up in flames. Should you flee [...]Peter Cohan, ContributorPeter Cohan, Contributorhttp://www.forbes.com/sites/petercohan/5845558c64aaf96759a0997dTue, 6 Dec 2016 07:25:00 -05002016-12-06T07:25:00-05:00A$9 million hedge fund concluded that Tesla Motors (in which I have no financial interest) will burn through its cash. The key assumption underlying that conclusion is that if thecompanycharges $35,000 for its Model 3, Tesla will lose so much moneythat its cash will go up in flames. Should you flee [...]http://www.forbes.com/sites/petercohan/2016/12/01/how-theranoss-big-investors-were-taken/
How Theranos's Big Investors Were TakenI read the recent news of the big names who wrote $100 million checks to Theranos and wondered how they could have made such gigantic bad bets. Are there parallels to the Madoff scandal? A veteran medical technology investor concludes that there may be two big reasons they agreed to invest [...]Peter Cohan, ContributorPeter Cohan, Contributorhttp://www.forbes.com/sites/petercohan/583f237c64aaf96c55f20feeThu, 1 Dec 2016 08:23:00 -05002016-12-01T08:23:00-05:00I read the recent news of the big names who wrote $100 million checks to Theranos and wondered how they could have made such gigantic bad bets. Are there parallels to the Madoff scandal? A veteran medical technology investor concludes that there may be two big reasons they agreed to invest [...]http://www.forbes.com/sites/petercohan/2016/11/25/does-facebook-generate-over-half-its-revenue-from-fake-news/
Does Facebook Generate Over Half of Its Ad Revenue From Fake News?Fake news has been in the news. But one importantquestion about fake news has not yet been answered: How much revenue would Facebook sacrifice if it purged fake news from its site? Sadly, I can't provide a reliable figure -- but a BuzzFeed News analysis of top fake news traffic before [...]Peter Cohan, ContributorPeter Cohan, Contributorhttp://www.forbes.com/sites/petercohan/58384bf664aaf96c55f1f631Fri, 25 Nov 2016 10:36:00 -05002016-11-25T10:36:00-05:00Fake news has been in the news. But one importantquestion about fake news has not yet been answered: How much revenue would Facebook sacrifice if it purged fake news from its site? Sadly, I can't provide a reliable figure -- but a BuzzFeed News analysis of top fake news traffic before [...]http://www.forbes.com/sites/petercohan/2016/11/21/ibms-culture-spawned-refugees-who-created-55-billion-in-hedge-fund-profit/
IBM's Culture Spawned Refugees Who Created $55 Billion In Hedge Fund ProfitIBM has gotten smaller every quarter for the last 18. But the deeper reason that IBM is a lost cause can be found in its deviation from the culture created by its most famous leader -- Thomas Watson. That deviation spawned a massive talent exodus fromIBM's Thomas J. Watson Research Center [...]Peter Cohan, ContributorPeter Cohan, Contributorhttp://www.forbes.com/sites/petercohan/5832e6a164aaf93de4c2dbbaMon, 21 Nov 2016 08:34:00 -05002016-11-21T08:34:00-05:00IBM has gotten smaller every quarter for the last 18. But the deeper reason that IBM is a lost cause can be found in its deviation from the culture created by its most famous leader -- Thomas Watson. That deviation spawned a massive talent exodus fromIBM's Thomas J. Watson Research Center [...]http://www.forbes.com/sites/petercohan/2016/11/18/4-reasons-to-buy-fang-after-gundlachs-call/
4 Reasons To Buy FANG After Gundlach's CallDoubleLine Capital's Jeff Gundlach's November 11 call to dump FANG (Facebook, Amazon, Netflix, and Google) is a buying opportunity. The four stocks are trading considerably below their peak levels. Facebook is trading 12% below its $133.50 high, Amazon is 10.7% below its $847 high, Netflix is 13.5% below its $133.27 high, [...]Peter Cohan, ContributorPeter Cohan, Contributorhttp://www.forbes.com/sites/petercohan/582eed9964aaf93de4c2d1adFri, 18 Nov 2016 08:55:00 -05002016-11-18T08:55:00-05:00DoubleLine Capital's Jeff Gundlach's November 11 call to dump FANG (Facebook, Amazon, Netflix, and Google) is a buying opportunity. The four stocks are trading considerably below their peak levels. Facebook is trading 12% below its $133.50 high, Amazon is 10.7% below its $847 high, Netflix is 13.5% below its $133.27 high, [...]http://www.forbes.com/sites/petercohan/2016/11/11/will-hp-enterprise-pay-3-9-billion-for-simplivity/
Will HP Enterprise Pay $3.9 Billion For SimpliVity?Hewlett Packard Enterprise may be poised to buy SimpliVity -- the Westborough, Mass.-based second-ranked hyperconvergence infrastructure (HCI) vendor -- for $3.8 billion to $3.9 billion, according to The Register. HPE did not comment but CEO Doron Kempel shed some light on SimpliVity's latest quarter whilealso declining to comment on the acquisition [...]Peter Cohan, ContributorPeter Cohan, Contributorhttp://www.forbes.com/sites/petercohan/5824ef4a64aaf93de4c2aa9eFri, 11 Nov 2016 07:43:00 -05002016-11-11T07:43:00-05:00Hewlett Packard Enterprise may be poised to buy SimpliVity -- the Westborough, Mass.-based second-ranked hyperconvergence infrastructure (HCI) vendor -- for $3.8 billion to $3.9 billion, according to The Register. HPE did not comment but CEO Doron Kempel shed some light on SimpliVity's latest quarter whilealso declining to comment on the acquisition [...]http://www.forbes.com/sites/petercohan/2016/11/03/why-facebooks-plunge-is-an-investment-opportunity/
Why Facebook's Plunge Is An Investment OpportunityFacebook beat investor growth expectations -- so why did its stock plunge 7%? The reason is important -- because it creates an opportunity for long-term investors. Before getting into that, let's look at why people invest in individual stocks. There is certainly a case to be made for buying a low-fee [...]Peter Cohan, ContributorPeter Cohan, Contributorhttp://www.forbes.com/sites/petercohan/581b18f064aaf93de4c2840cThu, 3 Nov 2016 07:49:00 -04002016-11-03T07:49:00-04:00Facebook beat investor growth expectations -- so why did its stock plunge 7%? The reason is important -- because it creates an opportunity for long-term investors. Before getting into that, let's look at why people invest in individual stocks. There is certainly a case to be made for buying a low-fee [...]http://www.forbes.com/sites/petercohan/2016/10/28/why-you-should-buy-on-amazons-miss/
Why You Should Buy On Amazon's MissWhen it comes to Amazon.com's stock -- in which I have no financial interest-- you should invest on the dips. This is a great rule of thumb as long as Jeff Bezos keeps running Amazon as a publicly-traded startup. Before getting into the logic behind this approach, let's look at the [...]Peter Cohan, ContributorPeter Cohan, Contributorhttp://www.forbes.com/sites/petercohan/58132f6b64aaf93de4c2628aFri, 28 Oct 2016 07:58:00 -04002016-10-28T07:58:00-04:00When it comes to Amazon.com's stock -- in which I have no financial interest-- you should invest on the dips. This is a great rule of thumb as long as Jeff Bezos keeps running Amazon as a publicly-traded startup. Before getting into the logic behind this approach, let's look at the [...]http://www.forbes.com/sites/petercohan/2016/10/26/apple-prices-margins-and-growth-in-decline/
Apple Prices, Margins, and Growth In DeclineIt goes without saying that nothing lasts forever. And that certainly applies to Apple which used to enjoy a mystique under Steve Jobs. To be sure, his successor Tim Cook has squeezed significant profit from the iPhone in the last five years. It's time for Apple to slash its costs [...]Peter Cohan, ContributorPeter Cohan, Contributorhttp://www.forbes.com/sites/petercohan/5810712d64aaf93de4c2546dWed, 26 Oct 2016 07:12:00 -04002016-10-26T07:12:00-04:00It goes without saying that nothing lasts forever. And that certainly applies to Apple which used to enjoy a mystique under Steve Jobs. To be sure, his successor Tim Cook has squeezed significant profit from the iPhone in the last five years. It's time for Apple to slash its costs [...]http://www.forbes.com/sites/petercohan/2016/10/24/should-charter-communications-buy-cbs/
Should Charter Communications Buy CBS?Now that AT&T has agreed to buy Time Warner, other pipe operators will be on the hunt to partner with content providers. Thanks to too many mergers, there are few suchcombinations that could possibly work financially. (I have no financial interest in the companies mentioned in this post). One that comes [...]Peter Cohan, ContributorPeter Cohan, Contributorhttp://www.forbes.com/sites/petercohan/580debe864aaf93de4c246ccMon, 24 Oct 2016 09:25:00 -04002016-10-24T09:25:00-04:00Now that AT&T has agreed to buy Time Warner, other pipe operators will be on the hunt to partner with content providers. Thanks to too many mergers, there are few suchcombinations that could possibly work financially. (I have no financial interest in the companies mentioned in this post). One that comes [...]http://www.forbes.com/sites/petercohan/2016/10/21/4-reasons-att-should-not-acquire-time-warner/
4 Reasons AT&T Should Not Acquire Time WarnerI can think of four reasons why AT&T and Time Warner are two tastes that go worse together (I have no financial interest in the securities mentioned in this post). This comes to mind in light of a Bloomberg report that AT&T and Time Warner have held informal talks in recent [...]Peter Cohan, ContributorPeter Cohan, Contributorhttp://www.forbes.com/sites/petercohan/5809f5ee64aaf93de4c23b8eFri, 21 Oct 2016 08:27:00 -04002016-10-21T08:27:00-04:00I can think of four reasons why AT&T and Time Warner are two tastes that go worse together (I have no financial interest in the securities mentioned in this post). This comes to mind in light of a Bloomberg report that AT&T and Time Warner have held informal talks in recent [...]http://www.forbes.com/sites/petercohan/2016/10/19/why-disney-salesforce-and-google-think-twitter-is-overvalued/
Why Disney, Salesforce, and Google Think Twitter Is OvervaluedHaving lost over $2 billion over the last five years and suffering a slowdown in new subscribers, Twitter has been trying unsuccessfully to sell itself. Yet its market capitalization is still $12.2 billion -- too much thanks to an easy-to-describe problem -- Twitter is a toxic brand. Before getting into why that [...]Peter Cohan, ContributorPeter Cohan, Contributorhttp://www.forbes.com/sites/petercohan/58076cb764aaf93de4c23070Wed, 19 Oct 2016 09:32:00 -04002016-10-19T09:32:00-04:00Having lost over $2 billion over the last five years and suffering a slowdown in new subscribers, Twitter has been trying unsuccessfully to sell itself. Yet its market capitalization is still $12.2 billion -- too much thanks to an easy-to-describe problem -- Twitter is a toxic brand. Before getting into why that [...]http://www.forbes.com/sites/petercohan/2016/10/17/should-you-buy-netflix-on-explosive-subscriber-growth/
Should You Buy Netflix On Explosive Subscriber Growth?If you are a trader in Netflix stock and bought it last July, it might be a good time to take profits. But if you are an investor, you could wait until it disappoints expectations again -- or you could view today's report as confirmation that Netflix's investments in growth through original content, price increases and geographic expansion will boost its long-term value.Peter Cohan, ContributorPeter Cohan, Contributorhttp://www.forbes.com/sites/petercohan/5805491e64aaf93de4c22892Mon, 17 Oct 2016 18:27:00 -04002016-10-17T18:27:00-04:00If you are a trader in Netflix stock and bought it last July, it might be a good time to take profits. But if you are an investor, you could wait until it disappoints expectations again -- or you could view today's report as confirmation that Netflix's investments in growth through original content, price increases and geographic expansion will boost its long-term value.http://www.forbes.com/sites/petercohan/2016/10/15/will-walmarts-worker-investment-lead-america-to-4-growth/
Will Walmart's Worker Investment Lead America To 4% Growth?What would happen to companies if they thought about workers not as costs to be minimizedbut as investmentsthat could boostrevenue and productivity? Walmart is trying that idea in over 5,000 stores in the U.S. and in that experiment's 19 month life, its same store sales growth hasimproved to1.6% -- during which [...]Peter Cohan, ContributorPeter Cohan, Contributorhttp://www.forbes.com/sites/petercohan/58020dc064aaf93de4c21ed9Sat, 15 Oct 2016 08:50:00 -04002016-10-15T08:50:00-04:00What would happen to companies if they thought about workers not as costs to be minimizedbut as investmentsthat could boostrevenue and productivity? Walmart is trying that idea in over 5,000 stores in the U.S. and in that experiment's 19 month life, its same store sales growth hasimproved to1.6% -- during which [...]http://www.forbes.com/sites/petercohan/2016/10/13/will-affirmed-networks-melt-4-billion-from-ciscos-top-line/
Will Affirmed Networks Melt $4 Billion From Cisco's Top Line?Cisco Systems getsabout half of its roughly $7.4 billion in routing hardware revenues from selling to voice, data, and video transmission service providers, according toan August 2016 conference call withKelly Kramer, Cisco'sCFO. Thanks to their declining capital expenditures it's hard to see how those service providers will keep spendingnearly $4 billion [...]Peter Cohan, ContributorPeter Cohan, Contributorhttp://www.forbes.com/sites/petercohan/57ff672464aaf93de4c213efThu, 13 Oct 2016 11:28:00 -04002016-10-13T11:28:00-04:00Cisco Systems getsabout half of its roughly $7.4 billion in routing hardware revenues from selling to voice, data, and video transmission service providers, according toan August 2016 conference call withKelly Kramer, Cisco'sCFO. Thanks to their declining capital expenditures it's hard to see how those service providers will keep spendingnearly $4 billion [...]http://www.forbes.com/sites/petercohan/2016/10/11/will-shareholder-lawsuit-trigger-theranos-to-return-capital-to-shareholders/
Will Shareholder Lawsuit Trigger Theranos To Return Capital To Shareholders?Theranos, the 13 year old blood testing company, announced last week that it would shutter its blood testing laboratories andshift its attention tomaking blood testing machines.I wrote about that shutdown optionin July. And last week I suggested that Theranos should return its capital to investors. On October 10, the Wall Street [...]Peter Cohan, ContributorPeter Cohan, Contributorhttp://www.forbes.com/sites/petercohan/57fcdd5d64aaf93de4c20848Tue, 11 Oct 2016 09:30:00 -04002016-10-11T09:30:00-04:00Theranos, the 13 year old blood testing company, announced last week that it would shutter its blood testing laboratories andshift its attention tomaking blood testing machines.I wrote about that shutdown optionin July. And last week I suggested that Theranos should return its capital to investors. On October 10, the Wall Street [...]http://www.forbes.com/sites/petercohan/2016/10/10/with-simplivity-surging-can-nutanix-hold-its-ipo-gains/
With SimpliVity Surging, Can Nutanix Hold Its IPO Gains?After nine months of waiting, San Jose, Calif.-based hyperconverged infrastructure (HCI) vendor Nutanix went public onSeptember 29at $16 a share andits valuehassince popped 135%. Butsecond place rival Westborough, Mass.-based SimpliVity is growing much faster -- and it's having success with a higher margin strategy that could accelerate its path to profitability. [...]Peter Cohan, ContributorPeter Cohan, Contributorhttp://www.forbes.com/sites/petercohan/57fa3df464aaf93de4c2002dMon, 10 Oct 2016 13:50:00 -04002016-10-10T13:50:00-04:00After nine months of waiting, San Jose, Calif.-based hyperconverged infrastructure (HCI) vendor Nutanix went public onSeptember 29at $16 a share andits valuehassince popped 135%. Butsecond place rival Westborough, Mass.-based SimpliVity is growing much faster -- and it's having success with a higher margin strategy that could accelerate its path to profitability. [...]http://www.forbes.com/sites/petercohan/2016/10/07/why-theranos-should-return-its-capital-to-investors/
Why Theranos Should Return Its Capital To InvestorsElizabeth Holmes (Credit: Ethan Pines) Theranos, the formerly $9 billion company thatFORBESrevalued in July at$800 million, will shutter all its blood testing facilities. That's exactly what I wrote Theranos should do last July. And nowthe companyought to return to its investors whatever capital still remains on its balance sheet. Theranos declined to comment. On [...]Peter Cohan, ContributorPeter Cohan, Contributorhttp://www.forbes.com/sites/petercohan/57f77fa764aaf93de4c1f97eFri, 7 Oct 2016 08:29:00 -04002016-10-07T08:29:00-04:00Elizabeth Holmes (Credit: Ethan Pines) Theranos, the formerly $9 billion company thatFORBESrevalued in July at$800 million, will shutter all its blood testing facilities. That's exactly what I wrote Theranos should do last July. And nowthe companyought to return to its investors whatever capital still remains on its balance sheet. Theranos declined to comment. On [...]http://www.forbes.com/sites/petercohan/2016/10/05/why-walt-disney-should-not-buy-netflix/
Why Walt Disney Should Not Buy NetflixRumor has it that Walt Disney wants to acquire Netflix(I have no financial interest in either company). But Disney should punt because such a deal fails the four tests of a successful acquisition. While Netflix declined to comment on the rumors which surfaced last weekend, things are not looking great for [...]Peter Cohan, ContributorPeter Cohan, Contributorhttp://www.forbes.com/sites/petercohan/57f4d9ba64aaf93de4c1ed86Wed, 5 Oct 2016 08:56:00 -04002016-10-05T08:56:00-04:00Rumor has it that Walt Disney wants to acquire Netflix(I have no financial interest in either company). But Disney should punt because such a deal fails the four tests of a successful acquisition. While Netflix declined to comment on the rumors which surfaced last weekend, things are not looking great for [...]http://www.forbes.com/sites/petercohan/2016/09/29/why-sofi-is-better-than-wells-fargo/
Why SoFi Is Better Than Wells FargoInvestors love growth -- something I look for when Iputmymoney intocompanies.The most valuable public companies are large and growing faster than 20% -- such as Amazon (at the end of 2015 I wrote about why it was a buy) which has enjoyed a 21% surge in its stock pricethis year. Watch [...]Peter Cohan, ContributorPeter Cohan, Contributorhttp://www.forbes.com/sites/petercohan/57ebf6c964aaf93de4c1c946Thu, 29 Sep 2016 09:20:00 -04002016-09-29T09:20:00-04:00Investors love growth -- something I look for when Iputmymoney intocompanies.The most valuable public companies are large and growing faster than 20% -- such as Amazon (at the end of 2015 I wrote about why it was a buy) which has enjoyed a 21% surge in its stock pricethis year. Watch [...]http://www.forbes.com/sites/petercohan/2016/09/22/why-adobe-systems-is-still-a-buy/
Why Adobe Systems Is Still A BuyAs an Adobe Systems shareholder I have beenless than an objective observer of the ups and downs of its financial performance and stock price. And as a teacher of business strategy and entrepreneurship at Babson College -- selected by U.S. News and World Report as the top entrepreneurship school for the [...]Peter Cohan, ContributorPeter Cohan, Contributorhttp://www.forbes.com/sites/petercohan/57e3b8b364aaf93de4c1a941Thu, 22 Sep 2016 08:16:00 -04002016-09-22T08:16:00-04:00As an Adobe Systems shareholder I have beenless than an objective observer of the ups and downs of its financial performance and stock price. And as a teacher of business strategy and entrepreneurship at Babson College -- selected by U.S. News and World Report as the top entrepreneurship school for the [...]http://www.forbes.com/sites/petercohan/2016/09/14/nutanix-founder-bullish-on-ipo-prospects/
Nutanix Founder Bullish On IPO ProspectsWhen a company files for an initial public offering, it is usually impossible to get its top executives to say anything publicly about its prospects until after the shares are listed. But in the case of hyperconvergence technology supplier Nutanix's IPO, you can get the opinions of its founder and former [...]Peter Cohan, ContributorPeter Cohan, Contributorhttp://www.forbes.com/sites/petercohan/57d9a77f64aaf93de4c185a0Wed, 14 Sep 2016 16:37:00 -04002016-09-14T16:37:00-04:00When a company files for an initial public offering, it is usually impossible to get its top executives to say anything publicly about its prospects until after the shares are listed. But in the case of hyperconvergence technology supplier Nutanix's IPO, you can get the opinions of its founder and former [...]http://www.forbes.com/sites/petercohan/2016/09/12/boeing-dell-technologies-samsung-tesla-and-burning-lithium-ion-batteries/
Boeing, Dell Technologies, Samsung, Tesla And Burning Lithium Ion BatteriesLithium ion batteries are all around us -- they help turn over the engines on Boeing 787s and Teslas, theyenergize laptops made by the likes ofDell Technologies, and they power your Samsung Galaxy Note 7. What do all these companies share? Their lithium ion batteries have gone up in flames. Samsung is [...]Peter Cohan, ContributorPeter Cohan, Contributorhttp://www.forbes.com/sites/petercohan/57d68d4b64aaf93de4c17427Mon, 12 Sep 2016 09:27:00 -04002016-09-12T09:27:00-04:00Lithium ion batteries are all around us -- they help turn over the engines on Boeing 787s and Teslas, theyenergize laptops made by the likes ofDell Technologies, and they power your Samsung Galaxy Note 7. What do all these companies share? Their lithium ion batteries have gone up in flames. Samsung is [...]http://www.forbes.com/sites/petercohan/2016/09/02/4-reasons-to-bet-against-tesla/
4 Reasons To Bet Against TeslaTesla's $2.6 billion merger with SolarCity provides four compelling reasons to bet against Tesla.Peter Cohan, ContributorPeter Cohan, Contributorhttp://www.forbes.com/sites/petercohan/57c95ecf64aaf914f0521e62Fri, 2 Sep 2016 08:51:00 -04002016-09-02T08:51:00-04:00Tesla's $2.6 billion merger with SolarCity provides four compelling reasons to bet against Tesla.http://www.forbes.com/sites/petercohan/2016/09/01/apples-profit-doom-loop/
Apple's Profit Doom LoopApple used to make good money from iPhones. Now that those iPhone sales are falling, Apple is squeezing its suppliers -- asking them to cut production and prices. In the last five years, Apple has failed to find a new source of growth to replace its maturing iPhone. And that means [...]Peter Cohan, ContributorPeter Cohan, Contributorhttp://www.forbes.com/sites/petercohan/57c80f0064aaf914f0521876Thu, 1 Sep 2016 08:24:00 -04002016-09-01T08:24:00-04:00Apple used to make good money from iPhones. Now that those iPhone sales are falling, Apple is squeezing its suppliers -- asking them to cut production and prices. In the last five years, Apple has failed to find a new source of growth to replace its maturing iPhone. And that means [...]http://www.forbes.com/sites/petercohan/2016/08/29/will-ipo-market-unfreeze-if-so-should-you-buy-into-a-nutanix-ipo/
Will IPO Market Unfreeze? If So, Should You Buy Into A Nutanix IPO?After a long freeze, the market for technology-based initial public offerings (IPOs) could begin to thaw next month. And that thaw could lead you to face a simple question: Should you buy shares in a Nutanix -- a maker of computer systems that combine"traditional silos of server, virtualization and storage" into [...]Peter Cohan, ContributorPeter Cohan, Contributorhttp://www.forbes.com/sites/petercohan/57c41c0e64aaf97fcd6fa018Mon, 29 Aug 2016 09:17:00 -04002016-08-29T09:17:00-04:00After a long freeze, the market for technology-based initial public offerings (IPOs) could begin to thaw next month. And that thaw could lead you to face a simple question: Should you buy shares in a Nutanix -- a maker of computer systems that combine"traditional silos of server, virtualization and storage" into [...]http://www.forbes.com/sites/petercohan/2016/08/18/by-making-employees-customers-and-shareholders-better-off-waters-could-boost-your-portfolio/
By Making Employees, Customers, and Shareholders Better Off, Waters Could Boost Your PortfolioIf you’ve read my seventh book, Value Leadership, you know that I believe a company ought to make life better for its employees, customers, and shareholders. Milford, Mass.-based analytical systems and software maker Waters Corp. -- in which I have no financial interest -- seems to be doing that under its [...]Peter Cohan, ContributorPeter Cohan, Contributorhttp://www.forbes.com/sites/petercohan/57b5b52164aaf97fcd6f49e1Thu, 18 Aug 2016 09:30:00 -04002016-08-18T09:30:00-04:00If you’ve read my seventh book, Value Leadership, you know that I believe a company ought to make life better for its employees, customers, and shareholders. Milford, Mass.-based analytical systems and software maker Waters Corp. -- in which I have no financial interest -- seems to be doing that under its [...]http://www.forbes.com/sites/petercohan/2016/08/10/how-amazons-investments-could-wipe-out-retail-stores/
How Amazon's Investments Could Wipe Out Retail StoresDespite Amazon.com's scale and growth, itaccounted fora mere 3% of 2015 retail sales. So even though Amazon took a whopping 24% of all the retail sales growth in 2015, it still has plenty of room to get bigger. Why? Unlike most American companies which are suffering from a drop in productivity, Amazon [...]Peter Cohan, ContributorPeter Cohan, Contributorhttp://www.forbes.com/sites/petercohan/57ab0cb864aaf96aaadc001cWed, 10 Aug 2016 09:16:00 -04002016-08-10T09:16:00-04:00Despite Amazon.com's scale and growth, itaccounted fora mere 3% of 2015 retail sales. So even though Amazon took a whopping 24% of all the retail sales growth in 2015, it still has plenty of room to get bigger. Why? Unlike most American companies which are suffering from a drop in productivity, Amazon [...]http://www.forbes.com/sites/petercohan/2016/08/08/can-elon-musks-allure-keep-you-believing-that-cash-doesnt-matter/
Can Elon Musk's Allure Keep You Believing That Cash Doesn't Matter?Elon Musk has cast a powerful spell on investors. Though Tesla Motorsis burning through cash and itsproposed "no brainer" merger with his cousin's company, SolarCity, looks like it could be approved, Tesla's stock price keeps going up. After all, it's hard to find a Tesla owner who is not crazy about their [...]Peter Cohan, ContributorPeter Cohan, Contributorhttp://www.forbes.com/sites/petercohan/57a71f0e64aaf96aaadbf0c7Mon, 8 Aug 2016 07:58:00 -04002016-08-08T07:58:00-04:00Elon Musk has cast a powerful spell on investors. Though Tesla Motorsis burning through cash and itsproposed "no brainer" merger with his cousin's company, SolarCity, looks like it could be approved, Tesla's stock price keeps going up. After all, it's hard to find a Tesla owner who is not crazy about their [...]